Financial Forecasting and Reporting (Coursera)

Financial Forecasting and Reporting (Coursera)

This course discusses how public projects are evaluated using cost-benefit analysis. Learners discover how interest rates and prices for stocks and bonds are determined. Techniques are presented on how to create departmental budgets for engineering cost centers and pro forma statements for profit centers. Learners then work with corporate financial statements to assess a company’s financial health, including recent measures of environmental, social, and corporate governance (ESG).

Class Deals by MOOC List - Click here and see Coursera's Active Discounts, Deals, and Promo Codes.

This course can be taken for academic credit as part of CU Boulder’s Master of Engineering in Engineering Management (ME-EM) degree offered on the Coursera platform. The ME-EM is designed to help engineers, scientists, and technical professionals move into leadership and management roles in the engineering and technical sectors. With performance-based admissions and no application process, the ME-EM is ideal for individuals with a broad range of undergraduate education and/or professional experience.
Course 3 of 3 in the Finance for Technical Managers Specialization.

What You Will Learn

  • Read an income statement, balance sheet, and statement of cash flows and calculate relevant ratios to determine the financial health of a company
  • Learn to read and prepare an operating and financial budget, resulting in a pro forma financial statement
  • Apply scenario and sensitivity analysis to a project’s cash flows
  • Learn to read and interpret a company’s Corporate Sustainability Report

Syllabus

WEEK 1
Understanding Financial Statements
Investment decisions are often based on a company’s financial performance, and such performance is captured in its financial statements. The three examined in this course are the income statement, the balance sheet, and the statement of cash flows. Collectively, these provide a clear picture of a company’s profitability, its net worth, and how it manages its cash.

WEEK 2
Analyzing Financial Statements: Ratio Analysis
Financial statements inform management and investors about a company’s financial performance in absolute terms – dollars and cents. But it is often more valuable to understand performance in relative terms, such as gross profit relative to revenues, measured as a percentage. This makes it easier for management to compare one year to another and for investors to compare one company to another. Ratio analysis is the way this is done, and there are several categories of ratios that measure a company's liquidity, profitability, debt management, and investment potential.

WEEK 3
Budgeting and Forecasting
Technical Managers are often tasked with preparing an annual budget for their project team, department, or product line. This involves estimating future costs, and in the case of a profit center, forecasting future revenues. Such forecasts can be made more reliable through a combination of qualitative and quantitative techniques.

WEEK 4
Risk Management Techniques
Forecasting future revenues and costs for a project invariably involves uncertainty, and such uncertainty equates to financial risk - the greater the uncertainty, the greater the risk. Risk management is about mitigating financial risk by assessing a project’s valuation under a range of different conditions, identifying the variables that most contribute to risk, and creating a plan to minimize the likelihood of any financial downside.

Go to Class
MOOC List is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Related Courses

Structure: Building the Frame for Business Growth (Coursera) Coursera
Michigan State University

Structure: Building the Frame for Business Growth (Coursera)

Just like when building a house the foundation for your business provides the framework for success. A business built on weak structure will struggle to succeed. We'll address some of the most pressing issues that you as a business owner must face while constructing the proper framework for your business.

Jul 6th 2026
4 Weeks
Financial Accounting: Advanced Topics (Coursera) Coursera
University of Illinois at Urbana-Champaign

Financial Accounting: Advanced Topics (Coursera)

In this course, you will explore advanced topics in financial accounting. You will start your journey with accounting for assets with more than one-year life. You will learn in detail how firms account for fixed assets. You will then move to financing of assets and discuss accounting for liabilities. The course will continue with an in-depth exploration of shareholders’ equity. Finally, you will critically evaluate preparation, components, and analysis of cash flows statement.

Jul 6th 2026
4 Weeks
Disaster Risk Management and Korean Policies (Coursera) Coursera
Yonsei University

Disaster Risk Management and Korean Policies (Coursera)

In the past, developing countries such as Korea lacked guidelines for exploring effective policies for disaster-resilient growth, resulting in unnecessary sacrifices in terms of time, resources, and human capital. Through the lessons learned by Korea, currently developing countries facing socio-economic development can build disaster resilience without sacrifices.

Jul 6th 2026
5-12 Weeks
Managing Project Risks and Changes (Coursera) Coursera
University of California, Irvine

Managing Project Risks and Changes (Coursera)

This course will help you manage project risk effectively by identifying, analyzing, and communicating inevitable changes to project scope and objectives. You will understand and practice the elements needed to measure and report on project scope, schedule, and cost performance. You will be equipped with the tools to manage change in the least disruptive way possible for your team and other project stakeholders.

Jul 6th 2026
5-12 Weeks
Engineering Project Management: Risk, Quality, Teams, and Procurement (Coursera) Coursera
Rice University

Engineering Project Management: Risk, Quality, Teams, and Procurement (Coursera)

Many Project Managers focus only on the scope, schedule and budget. However, a successful project requires that you manage risk, control the quality of the deliverables, engage and manage people and procure goods and services. This course will focus on these key support functions that make the difference between a highly successful project and an average one. During the course, you will prepare a Qualitative Risk Analysis and Evaluate the Cost of Quality for a provided Case Study.

Jul 6th 2026
5-12 Weeks
Major Engineering Projects: Governance, Risk and Scope (Coursera) Coursera
University of Leeds

Major Engineering Projects: Governance, Risk and Scope (Coursera)

Gain confidence when dealing with stakeholders of major projects by learning to identify and manage those that are involved in the project planning and delivery. This course will enable you to explore project governance in theory and practice. Through real life examples you’ll understand how the critical challenges of the governance in major projects are resolved.

Jul 6th 2026
5-12 Weeks
Finanzas para directivos (Coursera) Coursera
IESE Business School

Finanzas para directivos (Coursera)

La clave para comprender las finanzas de una empresa está en conocer la historia que se esconde detrás de los números. Este curso te ofrecerá precisamente esta perspectiva de las finanzas, para que puedas aplicar un conocimiento más holístico de las cifras a la hora de tomar decisiones—tanto a largo como a corto plazo—sobre la dirección que la empresa debe tomar respecto a activos y pasivos corrientes, gestión del capital circulante y muchos otros conceptos contables.

Jul 6th 2026
4 Weeks
Finance for Managers (Coursera) Coursera
IESE Business School

Finance for Managers (Coursera)

When it comes to numbers, there is always more than meets the eye. In operational finance, you will learn how to read the “story” that the balance sheet and income statement tells about the company’s operations. The insights you gain from this “financial story” will then become a tool for short-term decision-making at the top management level relating to current assets, current liabilities and the management of working capital. Finally, by the end of the course you will understand the financial consequences of managerial decisions on operations, marketing, etc.

Jul 6th 2026
4 Weeks
Foundations of strategic business analytics (Coursera) Coursera
ESSEC Business School

Foundations of strategic business analytics (Coursera)

Who is this course for? This course is designed for students, business analysts, and data scientists who want to apply statistical knowledge and techniques to business contexts. For example, it may be suited to experienced statisticians, analysts, engineers who want to move more into a business role. You will find this course exciting and rewarding if you already have a background in statistics, can use R or another programming language and are familiar with databases and data analysis techniques such as regression, classification, and clustering.

Jul 6th 2026
4 Weeks
Decision-Making and Scenarios (Coursera) Coursera
University of Pennsylvania

Decision-Making and Scenarios (Coursera)

This course is designed to show you how use quantitative models to transform data into better business decisions. You’ll learn both how to use models to facilitate decision-making and also how to structure decision-making for optimum results. Two of Wharton’s most acclaimed professors will show you the step-by-step processes of modeling common business and financial scenarios, so you can significantly improve your ability to structure complex problems and derive useful insights about alternatives. Once you’ve created models of existing realities, possible risks, and alternative scenarios, you can determine the best solution for your business or enterprise, using the decision-making tools and techniques you’ve learned in this course.

Jul 6th 2026
4 Weeks
Entrepreneurship II: Preparing for Launch (Coursera) Coursera
University of Illinois at Urbana-Champaign

Entrepreneurship II: Preparing for Launch (Coursera)

This course builds on previous concepts and outlines strategies and tactics for forming, financing and launching a new venture. Topics to be addressed will include building the new venture’s initial management team, identifying and reaching out to early customers, developing financial plans, raising startup and initial growth financing, and preparing for and managing rapid growth.

Jul 6th 2026
4 Weeks